I don't know what the bull case for Lyft is at all. They haven't expanded into other products or markets outside of pure U.S. ridesharing, which had already been plateauing for some time. Uber, OTOH, has years of experience operating and expanding internationally, has built UberEats into it's own mult-bil vertical on it's own, and owns substantial shares of dominant ridesharing cos in other markets like Grab, DiDi, now Careem, etc.